HomeMy WebLinkAbout06-30-15 NOTICE OF INHERITANCE TAX pennsyLvarna
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX
INHERITANCE TAX DIVISION - REV-1547 EX AFP (11-14)
PO BOX 280601
HARRISBURG PA 17128-0601
RECORDED Oi'4-ICE OF
REGIST "', ',''ILLS DATE 06-22-2015
4 ESTATE OF BYRAM MARION F
?015 uUN 30 PM 3 51 DATE OF DEATH 09-30-2014
FILE NUMBER 21 14-1005
HAYS ESQ ANNACLE11B OF COUNTY CUMBERLAND
ACN 101
SAIDIS SULLIVAN �R ;�C' COURT APPEAL DATE: 08-21-2015
35 N 12TH STCOR (See reverse side under Objections)
LEMOYNE PA 17043 Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT-ALONG-THIS-LINE---- RETAIN LOWER PORTION-FOR YOUR RECORDS 4- ------------------
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REV 1547 EX AFP (11-14) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: BYRAM MARION FFILE NO. :21 14-1005 ACN: 101 DATE: 06-22-2015
TAX RETURN WAS: ( X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) .00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 671,834.73 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule CJ (3) .00 submit the upper portionof this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 57,853.57
6. Jointly Owned Property (Schedule F) (6) 176,884.90
7. Transfers (Schedule G) (7) 119,562.05
8. Total Assets (8) 1 ,026,135.25
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 7,98 9.29
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 4,034. 12
11. Total Deductions (11) 12,023.41
12. Net Value of Tax Return (12) 1,014,111 .84
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 1,014,111 .84
NOTE: If an assessment was issued previously, Lines 14, 15, 16, 17, 18 and/or 19 will
reflect figures that include the total of all returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at spousal rate (15) .00 X 00 = .00
16. Amount of Line 14 taxable at lineal rate (16) 1 .01 4. 1 1 1 _R4 X 045 = 45,635.03
17. Amount of Line 14 at sibling rate (17) .00 X 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) .00 X 15 = .00
19. Principal Tax Due (19)= 45,635.03
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
12-18-2014 CD020038 2,263. 16 43,000.00
02-04-2015 CD020216 .00 ' 371 .94
TOTAL TAX PAYMENT 45,635.10
BALANCE OF TAX DUE .07CR
INTEREST AND PEN. .00
TOTAL DUE .07CR
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A CREDIT (CR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS.